Estate planning &
settlement resources

Discussing your estate plan with family is crucial to ensuring your wishes are respected and preventing future conflicts. Learn how to approach this sensitive conversation, set the right tone, and address concerns for a smoother estate planning process.

Trusts are essential tools for estate planning, offering benefits like asset protection, privacy, and tax efficiency. Learn about different types of trusts—testamentary, revocable, irrevocable—and how they can help secure your financial legacy and protect your loved ones.

Designating beneficiaries on your financial accounts is a crucial yet often overlooked aspect of financial planning. Learn how this simple step can help your loved ones avoid probate, ensure quick asset transfer, and align with your estate planning goals.

Bereavement has a hidden cost for businesses, impacting productivity, retention, and performance. Learn why comprehensive support for grieving employees is not just compassionate, but also a smart strategic decision for business success.

Learn how to protect your digital assets in estate planning. From online accounts to cryptocurrency, discover the steps to secure your digital legacy and appoint a digital executor to manage your online presence after death.

Learn the truth about estate planning myths. Discover why everyone needs an estate plan, not just the wealthy, in 2025.

Learn how estate settling impacts employee wellbeing and contributes to burnout. Discover key strategies businesses can implement to support employees and foster a more empathetic workplace

The International Day for the Elderly celebrates the invaluable contributions of older adults and raises awareness of the issues they face. Learn how cultures worldwide honor their elders and discover ways to support senior well-being year-round.

Enhance your employee benefits package with estate planning services, boosting satisfaction, retention, and productivity. Learn how offering estate planning can protect assets, ensure family harmony, and show employees you care about their long-term well-being.

Learn how to navigate the complexities of estate planning for blended families with thoughtful strategies that balance competing interests, minimize conflicts, and ensure fair asset distribution for all family members.

Discover the five essential estate planning documents that everyone should have to protect their assets, provide for loved ones, and ensure their final wishes are respected. Learn how a Last Will, Living Trust, Durable Power of Attorney, Advance Healthcare Directive, and Letter of Intent can offer peace of mind and streamline the estate planning process."

Just married? Learn how to update your estate plan, revise beneficiaries, update wills and trusts, and protect your spouse's financial future.

Understand the serious consequences of dying without a will or trust, and what it means for your loved ones and assets.

Learn the key steps to take when you're named in a will or trust, ensuring you fulfill your responsibilities effectively.

Learn how to announce a death respectfully. Complete guide covers family notifications, social media posts, and funeral announcements with templates. (December 2025)

Explore trusted tools to help you navigate estate planning and settlement with clarity and confidence

Discover the critical importance of outlining your final wishes to ensure your legacy is honored and reduce stress for your loved ones.

Understand why loss benefits deserve equal attention as fertility benefits, ensuring comprehensive support for employees at all life stages.

Learn how to create a supportive workplace for employees dealing with grief, promoting empathy and resilience in your team.

Essential insights for employers on what to do when an employee dies, from legal obligations to supporting the grieving team.

Explore the crucial link between company culture and bereavement policy to foster a supportive and compassionate workplace.

Learn how inclusive bereavement policies can enhance workplace DEI, supporting all employees through their grief journey.

Explore top strategies for balancing executor duties with a full-time job, ensuring effective estate management without compromising your career.

Discover essential estate planning tips to protect your assets, ensure your wishes are honored, and provide peace of mind for your loved ones.